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• Social
Security numbers (including spouse and children)
• All 1999 W-2 forms
For homeowners/renters:
• Residential address(es) for
this year
• Form 1098, Mortgage interest
• Form 1099-S, Sale of your home
or other real estate
• Real estate taxes paid
• Rent paid during tax year
• Moving expenses (all related
receipts)
For investors:
• Form 1099-INT & 1099-OID,
Interest income statement
• Form 1099-DN, Dividend income
statement
• Form 1099-B, Proceeds from broker
transactions
• Form 1099-G, Tax Refunds &
unemployment compensation
• Form 1099-MISC, Miscellaneous
income including rent
Deductables:
• Auto loans and leases -- account
numbers and car value -- If vehicle used for business
• Form(s) 1098-E: Student loan
interest paid
• State & local income tax
-- your 1997 & 1998 estimated tax vouchers
• All IRA contributions made by
you and your spouse
• Medical expenses aside from
payments to an insurance provider (unless you're self-employed)
• Casualty or theft losses --
includes major items such as jewelry, art and other valuables lost
or destroyed. Documentation such as receipts are helpful.
Records of expenses:
• Charitable donations -- you
must have receipts for single donations of $250 or more
• Unreimbursed expenses related
to volunteer work
• Unreimbursed expenses related
to your job -- travel expenses, uniforms, union dues.
• Investment expenses -- accounting
fees, financial magazines, investment fees
• Job-hunting expenses --such
as resume printing, telephone calls, mailing expenses, employment
agency fees.
• Education expenses -- tuition
and fee records, contributions to education IRAs.
• Child care expenses -- assistance
for a handicapped child, salaries paid to nannies, servants.
If you're self-employed:
• K-1s on all partnerships
• Receipts or documentation for
business-related expenses
If you doing your own taxes, add these items:
• All required forms and tax instruction
booklets
• Pencils and erasers
• Phone numbers to the IRS: 800-829-1040
for help; 800-TAX-FORM (800-829-3676) to order forms and publications
• A good calculator
• A legal pad
• Patience and a clear mind
Source: www.taxes.yahoo.com
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